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MVALX: MERIDIAN CONTRARIAN FUND LEGACY CLASS (MUTUAL FUND)
Basic Info 35.32 0.15(0.43%) April 19
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (100%) |
Start Date: | 09/19/1996 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.43% |
Expenses | 1.15% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/20/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.7 | -3.1 | 3.1 | -0.5 | 8.4 | 9.4 | 12.2 | 8.7 | 11.7 | 6.4 | -16.7 | 26.7 | 23.8 | 23.7 | -7.9 | 24.9 | 16.6 | -3.7 | 6.6 | 34.8 | 17.0 | -2.4 | 18.2 | 21.4 | -31.8 | 7.9 | 18.6 | 2.8 | 15.2 | 34.7 | -13.4 | 11.4 | 37.1 | 38.3 | 18.9 | 21.4 | 5.3 |
Sharpe Ratio | NA | 0.16 | 0.39 | -0.06 | 0.31 | 0.45 | NA | NA | 0.55 | 0.13 | -0.73 | 1.44 | 0.58 | 1.65 | -0.52 | 2.47 | 1.03 | -0.25 | 0.5 | 2.84 | 1.22 | -0.09 | 0.95 | 0.81 | -0.98 | 0.33 | 1.35 | 0.06 | 1.15 | 2.54 | -0.73 | 0.57 | 1.76 | 2.72 | 0.85 | 1.26 | 0.87 |
Draw Down(%) | NA | 4.5 | 17.7 | 24.3 | 42.1 | 42.1 | NA | NA | 50.2 | 17.7 | 24.3 | 7.8 | 42.1 | 8.7 | 23.8 | 4.9 | 12.4 | 15.6 | 9.9 | 4.8 | 8.9 | 23.6 | 17.8 | 26.5 | 42.0 | 10.3 | 12.2 | 8.4 | 10.5 | 9.5 | 25.7 | 17.3 | 8.6 | 6.6 | 25.7 | 12.3 | 7.8 |
Standard Deviation(%) | NA | 15.3 | 15.3 | 19.5 | 24.5 | 20.1 | NA | NA | 19.0 | 16.3 | 24.8 | 18.5 | 40.1 | 13.5 | 17.7 | 9.9 | 16.0 | 14.9 | 13.2 | 12.2 | 14.1 | 27.0 | 19.2 | 26.4 | 33.2 | 14.8 | 11.4 | 10.6 | 12.4 | 13.4 | 19.7 | 16.1 | 18.7 | 12.9 | 18.3 | 14.1 | 19.2 |
Treynor Ratio | NA | 0.03 | 0.07 | -0.02 | 0.09 | 0.1 | NA | NA | 0.13 | 0.03 | -0.25 | 0.37 | 0.23 | 0.26 | -0.1 | 0.24 | 0.17 | -0.04 | 0.07 | 0.4 | 0.21 | -0.03 | 0.21 | 0.25 | -0.49 | 0.06 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | -0.05 | 0.02 | 0.04 | -0.03 | -0.01 | -0.01 | 0.01 | 0.04 | -0.01 | -0.02 | 0.02 | 0.01 | 0.0 | -0.02 | -0.04 | 0.01 | -0.02 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.87 | 0.89 | 0.75 | 0.86 | 0.88 | NA | NA | 0.82 | 0.81 | 0.72 | 0.72 | 1.03 | 0.84 | 0.91 | 1.02 | 0.94 | 0.89 | 0.92 | 0.87 | 0.83 | 0.93 | 0.84 | 0.86 | 0.67 | 0.82 | 0.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.67 | 0.74 | 0.77 | 0.77 | 0.8 | NA | NA | 0.64 | 0.71 | 0.87 | 0.5 | 0.84 | 0.75 | 0.88 | 0.72 | 0.87 | 0.89 | 0.9 | 0.89 | 0.91 | 0.94 | 0.94 | 0.93 | 0.89 | 0.9 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.5 | 8.5 | 9.5 | 9.8 | 15.5 | 8.4 | N/A | 5.8 | 8.5 | 15.7 | 5.8 | 9.0 | 18.6 | 11.8 | 0.6 | 13.9 | 17.8 | 1.0 | 0.0 | 0.4 | 0.3 | 1.2 | 4.2 | 17.9 | 15.6 | 12.2 | 14.2 | 0.0 | 0.0 | 0.0 | 8.0 | 13.0 | 3.0 | 15.0 | 3.9 |
Dividend Growth(%) | N/A | -100.0 | -49.2 | -2.7 | -32.5 | 78.8 | N/A | N/A | N/A | -49.2 | -39.6 | 215.0 | -26.7 | -64.3 | 78.3 | 2226.3 | -96.5 | -30.5 | 2315.6 | N/A | -100.0 | 62.5 | -68.0 | -81.1 | -79.3 | 16.2 | 19.8 | -14.8 | N/A | N/A | N/A | -100.0 | -24.6 | 402.1 | -78.9 | 284.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/1997
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